TASK > What is a one-off task?

One-off tasks can be independent of any process or can be added to any active processes. They're like the steps on a to-do list or the random task that needs to be done once (or once in a while).

  • Order new print cartridges.
  • Confirm caterer choices for annual employee lunch.
  • ... and any other one-off to-do item!

One-off tasks can be of 2 types:

- Task (Default)

- Approve/Reject


Creating a One-Off Task

1
Click the + Create button in your sidebar.
2
Add your task name. Add more details:
- Task Type 
- Description
- Assign to (members or guests or both)
- Deadline
- Advanced ( Link to an existing process)
- Forms (add form fields)
3
Once created, you will see a confirmation message: 
4
Assigned tasks send an email and/or show as an in-app notification to the assignee, depending on their account settings. Pending tasks will appear in the member's notifications and email reminders.
5
If a member or guest completes the task, you will receive a notification:
5
And that's it! You've mastered the One-Off Task.
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